Mohan Financial - Services

Portfolio Design

Our portfolio design services focus on building and maintaining investment strategies tailored to your long-term financial goals. We consider factors such as risk tolerance, time horizon, and asset allocation while ensuring your investments align with your broader financial plan.

Financial Planning

Financial planning is more than just investing—it’s about creating a roadmap for your financial future. We take a comprehensive approach, helping you navigate key financial decisions around equity compensation, cash flow management, retirement planning, and major life events.

Tax Planning

We integrate tax-efficient strategies into your financial plan, helping you manage taxable events related to stock options, RSUs, and other forms of equity compensation common in the tech industry. *Disclosure

Risk Management

Risk management is essential to protecting your financial well-being. We help identify and address potential financial risks, from insurance needs to market volatility.

Session 1

We take the time to fully understand your goals and vision for the coming years. We go beyond the surface to explore your big, audacious aspirations, ensuring every aspect of your financial future is considered.

Session 2

We dedicate time to thoroughly review your retirement and non-retirement account statements, offering valuable feedback and educating you on fund selection and strategy. We also focus on tax planning essentials to optimize your financial position.

Session 3

Once we've discussed the key phases, we'll shift focus to developing a strategy for funding these investments. Then, we'll review your current financial picture, providing feedback and initial recommendations.

Session 4

Understanding your investment strategy is crucial to achieving your financial goals. We’ll explain how different investments work, their role in your plan, and address any additional questions about strategy.

Session 5

We’ll address any final questions about your financial plan before onboarding. This will be followed by additional meetings to ensure a smooth transition and complete integration of your plan.

Our Offerings